Tax Manager (Wealth Management Firm)

We have been engaged by a nationwide wealth management firm that is looking to find and hire a Tax Manager to be part of their diverse 25-person tax team. This is a great chance to get away from intense Public Accounting overtime and charge hours. Our client is proud of their tax team and the culture this position offers. You’ll continue to enjoy the variety of working with different clients but not with all the downsides. You’ll work closely with clients and other employees from the wealth management advisory team to help make investment decisions for the client. Our client offers a mostly remote work situation, so as long as you are within a few hours drive of Denver, that will work.

Job Responsibilities for the Tax Manager:

● Preparation and analysis of returns and projections, including Individuals, Businesses, and Trusts.

● New client onboarding through advisory services delivery, including entity structure and owner compensation planning, identifying and maximizing deductions, and ensuring tax compliance.

● ● Work jointly with advisory group on tax research and analysis on varied topics.

● Tax planning, projections, and strategy for individual and business clients.

Job Requirements for the Tax Manager position:

● Bachelor's Degree in Accounting

● Masters in Tax a plus!

● CPA or EA strongly preferred

● 4 years of tax experience

● Independent, self-motivated, ability to keep on task without direct oversight

● Excellent time management skills

Job Benefits:

● Mostly Remote Work Environment

● Salary Individual and Company Based Performance Bonuses

● Short Term Disability Coverage

● Health, dental and vision insurance

● 401K Plan

● Paid Maternity Leave

The position offers a hybrid work situation which requires someone to be located within driving distance to the Denver metro area. It is anticipated that the Tax Manager may be expected to be in office a few times per quarter. Out-of-state candidates are being consider but no relocation assistance is provided.

Qualified candidates might have a current title like: Tax Manager, Senior Tax Associate, CPA, Tax Consultant, Senior Tax Analyst, Senior Tax Associate, Tax Specialist, Tax Associate, Tax Accountant, Tax Specialist, Wealth Management Advisor, Senior Tax Manager, etc.